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Data and Reporting

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Data and Reporting

Without the ability to report on your organization’s outcomes and impact, it will be difficult to continue to obtain funding and support from grantors, government entities, or the community. Service to your clients is at the heart of your mission, but proving your value is the key to providing them with services and expanding your reach into the future.

At iCarol we strongly believe that your data belongs to you, and you should be able to leverage it to help your organization and your community. We support this by providing access to your data in meaningful ways.

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With iCarol You Can:

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Run Standard Reports

iCarol has over 40 standard reports ready on-demand in the Statistics module. These include reports on:
  • Volume of Contacts
  • Contact Summary Table
  • Location Reports
  • Needs and Topics Discussed
  • Demographic Information
  • Top Referrals
  • Resource Records Updated or Verified
  • Hours worked by Volunteers/Staff
  • And much, much more…
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Use Filters

Data you collect on your Contact Forms can be turned into filters for most standard reports. For instance, if you use your Contact Forms to collect information such as Postal Code, Age Range, Race/Ethnicity, or Topics Discussed to be picked from a dropdown or checkbox, these can all be used as a filter on most standard reports.

Save Reports

Are you typically running many of the same reports each month or quarter? With iCarol you can create the report along with any filters, and save it for later use. Next time the report is due you can run it again with the click of a button and save loads of time!

Export Your Data

All of the data you put into iCarol can be exported including:
  • Contact Records
  • Resource Database
  • Client Profiles
  • Volunteer and Staff Profiles
  • Activity Logs
  • Sign on Activity

Build Your Exports

Contact Records can include a lot of data, and you might not want to export all of it all the time. This is where iCarol’s Contact Record Export Builder is helpful! Use the builder to design an export that inludes just the data you want or need for that instance. The export builder even provides tools for Data Mapping/Transformation is available in CSV or JSON format.

Schedule Exports

Exports of all types can be scheduled to run on a reoccuring basis and made available for download in iCarol, or sent directly to a Cloud FTP/SFTP.

Learn more about how iCarol can help your organization!